{"id":14018,"date":"2025-12-29T12:06:11","date_gmt":"2025-12-29T12:06:11","guid":{"rendered":"https:\/\/www.kizeo-forms.com\/en\/our-solution\/analyse-and-decide\/ai-assistant\/"},"modified":"2026-02-18T08:24:41","modified_gmt":"2026-02-18T08:24:41","slug":"ai-assistant","status":"publish","type":"solution","link":"https:\/\/www.kizeo-forms.com\/en\/ca\/our-solution\/analyse-and-decide\/ai-assistant\/","title":{"rendered":"AI assistant"},"content":{"rendered":"\n
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Control your data and tools through a simple AI chat<\/span> <\/h1>\n
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\u00a0From your preferred AI assistant, ask questions and give instructions in natural language. The AI interprets your request, interacts with your business tools and performs actions without opening a single application.<\/span><\/p>\n <\/div>\n \n\n \n

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How does the AI Assistant work?<\/p>\n

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Connect Kizeo Forms and your tools to your AI assistant<\/h2>\n

From our Web Interface, add up to 200+ everyday applications: Kizeo Forms, CRM, ERP, email, Drive\u2026<\/span><\/p>\n

Connections are quick and require no specific development. <\/span><\/p>\n<\/div>\n <\/div>\n

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Chat with your AI assistant<\/h2>\n

From Gemini, Claude or any compatible AI assistant, ask your questions or give instructions in natural language.<\/span><\/p>\n

You no longer need to open each tool: everything happens through the conversation.<\/span><\/p>\n

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The AI reads your data and performs actions<\/h2>\n

The AI Assistant retrieves the requested information and triggers the actions in your applications: updates, creation, export, sending, scheduling\u2026<\/span><\/p>\n

Your tasks are completed automatically in just a few seconds.<\/span><\/p>\n<\/div>\n <\/div>\n

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Sectors<\/p><\/div>\n

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Our AI Assistant at the heart of every profession \ud83d\ude80<\/h2>\n

Whatever your role, the AI Assistant lets you query your data and trigger actions from a simple chat \u2014 without opening your tools.<\/span><\/p>\n<\/div>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n

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Construction <\/h3>\n
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\u201cCan you identify overdue interventions in Kizeo Forms and open a ticket for each one?\u201d<\/span><\/i><\/p>\n

The AI Assistant reads Kizeo Forms data and automatically creates the associated tickets.<\/span><\/i><\/p>\n <\/div>\n <\/div>\n

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Human Resources<\/h3>\n
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\u201cList pending leave requests and notify the managers for approval.\u201d<\/span><\/i><\/p>\n

The AI Assistant retrieves the data, contacts each manager by email and notifies teams on Slack \u2014 with no manual action required.<\/span><\/i><\/p>\n <\/div>\n <\/div>\n

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Support & Customer Service<\/h3>\n
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\u201cFind the customer file for Martin SA in the CRM, update the phone number and add the note \u2018call confirmed\u2019.\u201d<\/span><\/i><\/p>\n

The AI Assistant locates the customer file, updates the details and records the note, all within seconds.<\/span><\/i><\/p>\n <\/div>\n <\/div>\n

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Finance & Administration <\/h3>\n
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\u201cAggregate this month\u2019s expense reports, export a CSV file for accounting and upload it to SharePoint.\u201d<\/span><\/i><\/p>\n

The AI Assistant collects and consolidates the data, generates the file and uploads it to the shared space.<\/span><\/i><\/p>\n

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Sales & Customer Success<\/h3>\n
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\u201cRetrieve this week\u2019s sales visits, update the CRM and send the report.\u201d<\/span><\/i><\/p>\n

The AI Assistant automatically updates each visit in the CRM, generates a consolidated report and sends it by email.<\/span><\/i><\/p>\n

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Management & Leadership<\/h3>\n
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\u201cGive me a summary of overdue interventions this week.\u201d<\/span><\/i><\/p>\n

The AI Assistant analyses the data and provides a clear overview to support quick decision-making.<\/span><\/i><\/p>\n

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Advantages<\/p>\n

Work faster with our connected AI Assistant<\/h2>\n

The AI Assistant transforms the way you work with Kizeo Forms and your business applications.<\/span><\/p>\n

A simple conversation is all it takes to access data, trigger actions and automate tasks \u2014 without switching tools or multiplying steps.<\/span><\/p>\n<\/div>\n

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Access your data from a single entry point<\/p>\n

No more navigating across multiple tools. Query Kizeo Forms and your business apps through a simple AI chat.<\/span><\/p>\n<\/div>\n <\/div>\n <\/div>\n

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Perform actions effortlessly<\/p>\n

Create tickets, update a CRM, send an email…<\/span><\/p>\n

The AI Assistant doesn\u2019t just reply, it performs the tasks for you.<\/span><\/p>\n<\/div>\n <\/div>\n <\/div>\n

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Save valuable time <\/p>\n

All your requests happen through one AI chat.<\/span><\/p>\n

The Assistant reads your data and executes your actions instantly, without making you change tools.<\/span><\/p>\n<\/div>\n <\/div>\n <\/div>\n <\/div>\n \n Discover the Kizeo Forms AI Assistant<\/span>\n <\/span>\n <\/a>\n <\/div>\n

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Go even further with the BI Connector<\/h2>\n

Combine the AI Assistant with the BI Connector to turn your conversations into data-driven decision-making.<\/span><\/p>\n

Query your indicators, analyse performance and feed your BI dashboards automatically \u2014 without exports or manual manipulation.<\/span><\/p>\n

From a simple AI chat, you go from question to decision, with always up-to-date data.<\/span><\/p>\n<\/div>\n Discover the BI Connector <\/span> <\/span><\/a>\n <\/div>\n <\/div>\n <\/div>\n<\/div>\n\n\n

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4,500+ companies trust Kizeo Forms<\/p>\n

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4,500+ companies trust Kizeo Forms<\/p>\n

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Everything you need to know about the Kizeo Forms AI Assistant<\/h2>\n
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What is the Kizeo Forms AI Assistant? <\/span><\/p>\n

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The AI Assistant allows you to interact with Kizeo Forms and your business tools through a simple AI chat using natural language.
\nYou can read information, search data and execute actions without opening each application.<\/p>\n

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What is the AI Assistant used for? <\/span><\/p>\n

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The AI Assistant centralises access to your data and actions.
\nFrom one conversation, you can consult interventions, update a CRM, send emails, create tickets or generate documents.<\/p>\n

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Which AI assistants are compatible? <\/span><\/p>\n

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The AI Assistant is compatible with several major AI tools, including:<\/p>\n